Introduction to Workday Reporting Training
Workday Reporting training is meant for Workday Professionals who are interested in becoming Workday Reporting Analysts, Workday Data Analysts, Workday Payroll Analysts, and Workday Reporting Associate Managers. It includes various types of Reports in Workday such as Transposed Reports, Composed Reports, nBox Reports and the methodology to blend it across various products with different Workday Reporting tools. It offers in-depth knowledge and expertise in the field of Workday Report Designing, creation, formatting, analysis and implementation.
Learning Objectives of this Course
- Composite Reports
- Transposed Reports
- Search Reports
- nBox Reports
- Worklets and Dashboards
- Custom Metrics and Scorecards
Composite Reporting Fundamentals
This course is meant for becoming an advanced report writer who customizes composite reports with the most advanced features that involve Financial reporting, HCM, and reports that can blend data across various Workday products. The functional advanced features of Composite Reporting can help in the customization of most functionally inclined reports and help Writers get additional insights from their data. Using the building Blocks of Composite Reporting Fundamentals, this course will enhance one's skills and develop organizational tactics on the construction of complex Composite Reports. The reports can be made dynamic and flexible, and built in a manner that can obtain greater reach by manipulating the calculated fields in creative ways.
The course also provides exploration in Advanced Configuration options for the repetition of column groups, calculation columns, and dynamic data rows. The lessons also teach the methodology of using calculated fields to create a period trending report. Finally, it also covers building conditions to define flexible formatting, styles, headers and footers, and analytic indicators.
Advanced Composite Reporting
The Workday Advanced Composite Reporting Course is designed to provide functional knowledge with respect to Workday BIRT. It comprehensively illustrates the ways to leverage and modify Workday business objects and data sources to access and customize report data in desirable formats.
This course is meant to create a Workday Report writer who obtains the ability to create, modify and maintain complex custom reports involving financial reporting, HCM, and reports that can be used to integrate data across various Workday Products. Composite reporting is a magnificent software tool that holds the capacity to modify, blend and integrate data across various Workday platforms. This is inclusive of amalgamation of data from numerous sources of data using sub reports. A sub report can also be run multiple times over to combine data and can be applied to Financial, HCM, or a fusion of different Workday Products. Additionally, composite reports can also be used to perform Workday Financial Reporting such as column, row, and cell calculations. Their usage is not only limited to applying formatting styles or filtering rows with outlining by multiple business objects and outlining to repeating columns but also includes every component that a report requires.
The Transposed report assists in the development of a custom report where report rows can be transposed into columns. In the process of building transposed reports, learners also acquire the ability to create reports that enable consecutive comparisons (like the comparison between workers using the Workbox feature). It also offers support in the building of related worklets for business process steps (embedded intelligence) that display reference data in a user friendly format that's visible side-by-side. This training also illustrates on the benefits of this report format when trying to compare data that is typically provided in rows on the Advanced report type. There are various reports used as illustrations in this course, the first one being known as, 'Compare Talent by Organization', that has been formatted to group performance metrics and potential of the workers of an organization. The whole setup process has been elaborated in detail. Next, guidance is given on the creation of a Transposed report to compare a few suppliers of a Business Entity. Important information related to suppliers, payments and invoices would be displayed. The process of setting up such reports and various options used while creating such reports have also been examined in detail.
- • Transposed Report Overview
- • View an Existing Transposed Report
- • Create a Transposed Report
Search report types enable the building of 'find' type reports, where searching can be easily performed using facet filters in the left frame as well as search results that have been configured on the right. Search reports make use of an indexed data source which directs their destination. The process of building a problem solving Expertise Finder search report, has been demonstrated in various steps showing how to configure mass actions and enable value addition to this feature.
- • Search Reports
- • Create a Search Report
- • Test and Run a Search Report
The nBox report offers various features in building reports where report groupings and counts are captured across configured vertical and horizontal axes in 'boxes'. Workday's 'Talent matrix' reports are based on this type. The nBox reports are fully configurable. All nBox reports require the use of an indexed data source. nBox reports allow the performance of a number of steps including grouping, summarizing and drilling, similar to matrix reports, with the added feature of the display of results across defined horizontal and vertical "boxes" or mappings. These reports can display up to 2000 pictures and configure up to a 5x5 boxed matrix. Since nbox reports require indexed data sources, facet filters need to be configured for greater utility.
• nBox Reports
• Copying a Starting Custom Report
Worklets and Dashboards
This training throws light upon considerations and configurations to deliver dashboards, both standardized and customized to end users. This curriculum also contains analytical lessons that focus both on the functional and technical aspects involved in the construction of Dashboards and encourage the writers to improvise on customization and designs while implementing the features involved. The course is inclusive of customizing and configuring Dashboard Contents, enabling and saving prompt values and reports for Worklets as well as supporting the performance of Worklets.
- • Find and enable delivered dashboards
- • Create custom dashboards using custom prompt sets, custom domains, and tabs
- • Understand when and how to use trending report types
- • Utilize report prompts to improve end user experience
By the end of this course, our learners acquire the ability to identify the key elements of a dashboard and configure it's worklets, menus, and announcements.
- • Dashboard Overview
- • Configuring Dashboard Worklets
- • Configuring Dashboard Menus
- • Creating a Dashboard Announcement
- • Security Considerations
Configuring Worklets, Sliders, and Dashboards
It provides a summary for Learning Administrators to set up and manage their tools effectively, such as the worklets on the homepage, the slider components within the worklets, and the overall Dashboards in detail.
- • Define key terms
- • Demonstrate how to add the Learning and Learning Administrator worklet to the homepage
- • Demonstrate how to add, configure and move sliders within a worklet
- • Demonstrate how to customize both the Learning and Learning Administrator dashboards Comment on an offering